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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,227 | $125,778-92.7% | $114,563-91.9% | $154,746-94.0% |
| Participation rate | 18.2% | 75.2%-57.0pp | 72.9%-54.7pp | 80.7%-62.5pp |
| Annual return | 19.38% | 295.14%-275.8pp | 241.09%-221.7pp | 172.34%-153.0pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $309 | $4,445-93.1% | $4,142-92.5% | $6,730-95.4% |
| Admin fee / account holder | $16 | $8,190-99.8% | $7,623-99.8% | $14,365-99.9% |